New Hire Roundup: Morningstar Names HelloWallet Founder Head of Innovation
Meanwhile, Merrill adds a former UBS team in Texas.
Appeals Court Vacates SEC's Rule 151A on Indexed Annuities
A federal appeals court on Monday July 12, has sided with agents and others who want the Securities and Exchange Commission (SEC) to classify indexed annuities as insurance products rather than as securities.
We Win, Sort Of
Okay, so the FPA's lawsuit against the SEC was a win/win from the start. But it wasn't just a win/win, it was a WIN/win, and...